STRATEGY STUDIO / PUBLIC DATA EXPLORER

BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL HEALTH FUND: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL HEALTH FUND (EIN 52-6397805)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-10
IRS object ID
201801309349301350
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-10T09:07:05-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526397805EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRICKLAYERS AND ALLIED CRAFTWORKERSBusinessNameLine1Txt
Business Name Line2INTERNATIONAL HEALTH FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBRICBusinessNameControlTxt
Phone2027833788PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 F STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY J DRISCOLLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2027833788PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOANN WOODSONPreparerPersonNm
PTINP01293745PTIN
Phone2023319880PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTIMOTHY J DRISCOLLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 F STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20004ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$39,473,657GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.IPFWEB.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1988FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH AND WELFARE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee55TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$23,229,953PYProgramServiceRevenueAmt
CY Program Service Revenue$30,972,725CYProgramServiceRevenueAmt
PY Investment Income$444,642PYInvestmentIncomeAmt
CY Investment Income$567,507CYInvestmentIncomeAmt
PY Other Revenue$33,793PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$23,708,388PYTotalRevenueAmt
CY Total Revenue$31,540,232CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$22,059,833PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$36,567,583CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,879,971PYOtherExpensesAmt
CY Other Expenses$3,132,534CYOtherExpensesAmt
PY Total Expenses$24,939,804PYTotalExpensesAmt
CY Total Expenses$39,700,117CYTotalExpensesAmt
PY Revenues Less Expenses-$1,231,416PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$8,159,885CYRevenuesLessExpensesAmt
Total Assets BOY$26,374,708TotalAssetsBOYAmt
Total Assets EOY$33,864,402TotalAssetsEOYAmt
Total Liabilities BOY$1,741,285TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,366,836TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,633,423NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,497,566NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH AND WELFARE BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH THE BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL UNION AND CERTAIN EMPLOYERS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee55EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCAForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJENNIFER PENOSOPersonNm
Phone2027833788PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 F STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20004ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JAMES BOLAND
TRUSTEE1.00Yes (X)$0$0$0
GREGORY HESS
TRUSTEE1.00Yes (X)$0$0$0
MATTHEW AQUILINE
TRUSTEE1.00Yes (X)$0$0$0
CARLOS AQUIN
TRUSTEE1.00Yes (X)$0$0$0
GERALD SCARANO
TRUSTEE1.00Yes (X)$0$0$0
ROBERT HOOVER
TRUSTEE1.00Yes (X)$0$0$0
TIMOTHY J DRISCOLL
TRUSTEE1.00Yes (X)$0$0$0
TONY MARRA
TRUSTEE1.00Yes (X)$0$0$0
TED CHAMP
TRUSTEE1.00Yes (X)$0$0$0
PAUL NYESWANDER
TRUSTEE1.00Yes (X)$0$0$0
ROBIN DONOVICK
EXECUTIVE DIRECTOR15.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNITED HEALTHCARE
5901 LINCOLN DRIVEEDINAMN55436CLAIMS PROCESSING$1,480,948
CHEIRON INC
PO BOX 37117BALTIMOREMD21297ACTUARIAL SERVICES$298,513
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIB.900099$28,435,030$28,435,030
EMPLOYEE CONTRIB.900099$2,537,695$2,537,695
FieldValueIRS element (for citing)
Total Program Service Revenue$30,972,725TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$550,932TotalRevenueColumnAmt
Exclusion$550,932ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,950,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,933,425SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$16,575SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,575TotalRevenueColumnAmt
Exclusion$16,575ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,540,232TotalRevenueColumnAmt
Related Or Exempt Func Income$30,972,725RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$567,507ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$36,567,583TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$80,598TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$49,000TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$242,269TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$316,022TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,268TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$55,956TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,288TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
CLAIMS PROCESSING FEES$1,486,347
ADMINISTRATIVE EXP$898,786

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$39,700,117TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$54,228BOYAmt
EOY$17,969EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,595,313BOYAmt
EOY$6,547,479EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,299,303BOYAmt
EOY$2,755,607EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$32,471BOYAmt
EOY$195,292EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,393,393BOYAmt
EOY$24,348,055EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,374,708BOYAmt
EOY$33,864,402EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$607,615BOYAmt
EOY$255,696EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$23,106BOYAmt
EOY$49,208EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,110,564BOYAmt
EOY$5,061,932EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,741,285BOYAmt
EOY$5,366,836EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,633,423BOYAmt
EOY$28,497,566EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,633,423BOYAmt
EOY$28,497,566EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,374,708BOYAmt
EOY$33,864,402EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$8,159,885ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$387,157NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$11,636,871OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED ORGANIZATIONS$158,821
ACCRUED HRA BENEFITS$4,903,111
FieldValueIRS element (for citing)
Total Liability$5,061,932TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$43,564,260TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$387,157NetUnrealizedGainsInvstAmt
Other Revenue$11,636,871OtherRevenueAmt
Revenue Not Reported$12,024,028RevenueNotReportedAmt
Revenue Subtotal$31,540,232RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$31,540,232TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$39,700,117TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$39,700,117ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$39,700,117TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE PLAN FOLLOWS AUTHORITATIVE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2017, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2014 THROUGH 2016 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION WHERE A RETURN IS FILED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:PROCEEDS FROM MERGER 11,636,871.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE PLAN'S FINANCIAL, LEGAL, AND OPERATIONS PROFESSIONALS. THE DRAFT IS PRESENTED TO AND REVIEWED BY THE PLAN'S ADMINISTRATIVE COMMITTEE OF THE BOARD OF TRUSTEES AT A REGULARLY SCHEDULED MONTHLY MEETING. THE FORM IS THEN FINALIZED AND SUBMITTED.
FORM 990, PART VI, SECTION B, LINE 12CSECTION 5.1 OF THE AGREEMENT AND DECLARATION OF TRUST STATES IN PERTINENT PART THAT THE TRUSTEES SHALL CONDUCT THE BUSINESS OF THE TRUST IN ACCORDANCE WITH APPLICABLE LAW. THE TRUST IS GOVERNED IN LARGE PART BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT 29 U.S.C 1106 AND THE REGULATIONS OF THE INTERNAL REVENUE SERVICE AND THE DEPARTMENT OF LABOR WHICH ARE PROMULGATED ACCORDING TO THAT LAW. ERISA AND ITS REGULATIONS PROMULGATED THE ISSUES OF POTENTIAL CONFLICT OF INTEREST. THESE ISSUES ARE SPECIFICALLY ADDRESSED IN SECTION 406 OF ERISA WHICH PROHIBITS TWO TYPES OF TRANSACTIONS BY THE TRUST: (A) TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST; AND (B) TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY. SECTION 408 OF ERISA PROVIDES FOR THE EXEMPTIONS TO SECTION 406. THE TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST WHICH ARE PROHIBITED,INCLUDE: (1) THE SALE, EXCHANGE OR LEASING OF PROPERTY BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (2) THE LENDING OF MONEY OR OTHER EXTENSION OF CREDIT BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (3) THE FURNISHING OF GOODS, SERVICES OR FACILITIES BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (4) THE TRANSFER TO, OR USE BY OR FOR THE BENEFIT OF, A PARTY IN INTEREST, OF ANY ASSETS OF A WELFARE PLAN; AND (5) THE ACQUISITION ON BEHALF OF A WELFARE PLAN OF ANY EMPLOYER SECURITY OR EMPLOYER REAL PROPERTY UNLESS THE REQUIREMENTS OF SECTION 407(A) OF ERISA ARE MET. THE TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY WHICH ARE PROHIBITED INCLUDE: (1) THE HANDLING OF THE ASSETS OF THE PLAN IN THE FIDUCIARY'S OWN INTEREST OR FOR THE FIDUCIARY'S OWN ACCOUNT; (2) IN THE FIDUCIARY'S OR IN ANY OTHER CAPACITY, ACTING IN ANY TRANSACTION INVOLVING THE PLAN ON BEHALF OF A PARTY (OR REPRESENT A PARTY) WHOSE INTERESTS ARE ADVERSE TO THE INTERESTS OF THE PLAN OR THE INTERESTS OF ITS PARTICIPANTS OR BENEFICIARIES; OR (3) THE RECEIVING OF ANY CONSIDERATION FOR THE FIDUCIARY'S PERSONAL ACCOUNT FROM ANY PARTY DEALING WITH SUCH PLAN IN CONNECTION WITH A TRANSACTION INVOLVING THE ASSETS OF THE PLAN. THE TRUST IS REQUIRED TO FILE AN AUDITED FINANCIAL STATEMENT YEARLY. AS PART OF THE AUDIT, THE AUDITORS ARE REQUIRED TO EXAMINE FOR POTENTIAL PROHIBITED TRANSACTIONS.
FORM 990, PART VI, SECTION C, LINE 19PURSUANT TO SECTION 101 OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, 29 U.S.C. 1021, AND SECTION 502 OF THE PENSION PROTECTION ACT OF 2006 THE TRUST IS REQUIRED TO PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO ITS PARTICIPANTS AND PARTICIPATING EMPLOYERS. SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST TO THOSE INDIVIDUALS. THOSE DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART XI, LINE 9:PROCEEDS FROM MERGER 11,636,871.
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)

BAC LOCAL NO 08 SOUTHEAST
BAC LOCAL NO 5 OK - ZONE
BAC LOCAL NO 04 INKY-MUNCIE
BAC LOCAL NO 04 INKY-APPR FUND
BAC MOUNTAIN WEST ADMINISTRATIVE DISTRICT COUNCIL
I M T E F - INT'L MAS TRAINING & EDUCATION FOUNDATION
BAC LOCAL NO 08 SOUTHEAST - J A T C
BAC LOCAL NO 18 MO TILE MARBLE
BAC LOCAL NO 04 INKY-FT WAYNE
BAC LOCAL NO 04 INKY-LAFAYETT
BAC LOCAL NO 04 INKY-LOUISVLE
BAC LOCAL NO 04 INKY-EVNSVLLE
BAC LOCAL NO 04 INKY-SO BEND
BAC LOCAL NO 18 MO TILE
BAC LOCAL NO 04 INKY-INDNPLS
BAC LOCAL NO 04 INKY-BLMNGTON
BAC LOCAL NO 04 INKY-TERRE HT
BAC LOCAL 04 JATC COMMITTEE

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (295 entries)

5280 ROCK SOLID ENTERPRISES LLC
A B P MASONRY INC
A R C CONSTRUCTION CO INC
ADAMS MASONRY INC
AECOM ENERGY AND CONSTRUCTION INC
AFFORDABLE MASONRY INC
AGNEW TILE AND MARBLE
ALBERT INSTALLATIONS INC
ALLEN REFRACTORIES COMPANY
AMERICAN FACADE RESTORATION LLC
ANCHOR GLASS CONTAINER CORP
APEX MASONRY INC
APOLLO CONST AND ENG SERV INC
ARCHITECTURAL CERAMIC SYSTEMS
ARMOR MAX CONSTRUCTION INC
ARNOLD MASONRY LLC
ARSI CORPORATION
ART MOSAIC AND TILE COMPANY
ARTISAN TILE AND MARBLE CO INC # 2
ATLANTIC FIREBRICK AND SUPPLY CO INC
ATLAS BUILDING SERVICES INC
AUTHENTIC CONCRETE AND DECORATIVE DESIGN LLC
AVALOTIS CORPORATION
B AND B INDUSTRIAL SVES INC
BAILEY BUCHANAN MASONRY INC
BAKER INDUSTRIAL SERVICES LLC
BARNARD PENNECON LP
BARTLEY AND PERIGO MSNRY CONTR
BARTON MALOW COMPANY
BAUM OTTO COMPANY INC
BELDON INTERIORS INC
BERGER INC
BLAKLEY CORPORATION
BOKON MASONRY INC
BOTTEMA TILE INC
BRICKELL DICK AND SONS INC
BROADY-CAMPBELL INC
BRONGER MASONRY INC
BROWN REFRACTORY SVCS-(MJK CO)
BRUNS GUTZWILLER INC
BUILDING SERVICES INC
BULLEY AND ANDREWS MASONRY REST LLC
BUNGE N M INC
BYERS D C CO DETROIT
C AND S MASONRY RESTRATION LLC
C B AND I PROJECT SERVICES GROUP LLC
C N S Y - 12 LLC ( CONSOLIDATED NUCLEAR SECURITY)
CARETTI JOHN AND CO
CENTRAL TILE AND TERR CO INC
CHANCE BROTHERS MARBLE AND TILE INC
CHOCTAW STONE WORK INC
CLEVELAND MARBLE MOSAIC CO
COLORADO CUSTOM SERVICES
COLVIN MASONRY CO
COMBUSTION SERVICE COMPANY
COMPLETE MASONRY SERVICES INC
CONNELLY PAVING COMPANY
CONSOLIDATED MECHANICAL INC
CONSTRUCTION AND TURNAROUND SVCS
CORBELL MASONRY
CORESLAB STRUCTURES INC
CORESLAB STRUCTURES-INDIANAPOLIS INC
COUNCIL AND JONES MASONRY CONS
CRAFTSMEN INTERIORS INC
CRYSTAL MARBLE COMPANY INC
CUSACKS MASONRY RESTORATION INC
CUSTOM MASONRY RESTORATION
D K MASONRY AND CONCRETE LLC
D P SYSTEMS LLC
D S MASONRY INC
DANCO CONSTRUCTION INC
DAVENPORT MASONRY INC
DAY AND ZIMMERMANN NPS INC
DE MUYT MASONRY INC
DEGRELLA TILE INC
DENVER MARBLE CO
DESCO SYSTEMS LC
DIVISION 7 CONSTRUCTION INC
DOUGHERTY TILE AND MARBLE CO
DUNAWAY MASONRY INC
EDDINGS MASONRY INC
EMPIRE CONTRACTORS INC
EMPIRE REFRACTORY SALES INC
EMPIRE REFRACTORY SERVICES OF INDIANA INC
F AND M TILE AND TERR CO INC
FABCON PRECAST LLC
FETTERS CONSTRUCTION INC
FLUOR MAINTENANCE SERVICES INC
FOESTE KENNY MASONRY INC
FOSBEL INC
GAGNON INCORPORATED
GENERAL CAULKING AND COATINGS COMPANY INC OVIEDO FL
G-FORCE CONCRETE PLACEMENTS LLC
GIBRALTAR CHIMNEY INTERNATIONAL LLC
GILLESPIE AND POWERS INC
GLASS DESIGN INC
GRAYCOR INDUSTRIAL CONSTS INC
GROSVENOR MASONRY AND RESTORATION INC
H AND H MASONRY CONTRACTORS IN
HAGERMAN CONSTRUCTION CORP
HAINES ROBERT CO
HAINES ROBERT CO INC
HAMON CUSTODIS INC
HANLON TILE LLC
HANSEN MASONRY CONTRACTORS INC
HEIMBROCK INC
HEIMBROCK J LOUIS SR INC
HERMESCH MASONRY LLC
HI TEMP REFRACTORIES INC
HI TEMP SYSTEMS INC
HOFMANN CONSTRUCTION INC
HOMESTEAD PAVING CO INC
HOT CREWS INC
HOT TECH INC
HOWLE W P MASONRY CONTR INC
HUFF AND SONS CONSTRUCTION INC
ICE - B AND M MASONRY INC
ICE - BORNOR RESTORATION INC
ICE - CORNERSTONE MARBLE AND TILE INC
ICE - DRUCO DEVELOPMENT CO INC
ICE - G A MASONRY INC
ICE - INTREPID ENTERPRISES INC
ICE - JONESSUPERIOR - CAL POLY SLO - J V
ICE - KOCH KNIGHT LLC
ICE - MASONRY AND GLASS SYSTEMS INC
ICE - MISSOURI TERRAZZO CO INC
ICE - SCHAD BOILER SETTING COMPANY
ICE - SCHNELL CONTRACTORS INC
ICE - SUPERIOR TILE AND MARBLE INC
ICE - WISCONSIN TERRAZZO TILE
INDIANA REFRACTORIES INC
INDUSTRIAL CONTRACTORS - SKANSKA
INTERIOR FINISHES INC
INTERNATIONAL CHIMNEY CORP
J M W MASONRY SERVICES LLC
JACK VOGEL SIM BRICK AND STONE
JONES JUDD REFRCTRY AND ACID SPE
K - INDUSTRIAL OF INDIANA LLC
KAMCO SERVICES LLC
KANNING AND PHILLIPS MASONRY INC
KEELEY MASON CONTRACTOR INC
KIEWIT-KVEARNER CONTRACTORS
KINGDOM MASONRY INC
KINGERY AND SONS CONSTR INC
KOCH KNIGHT LLC
KORELLIS ROOFING INC
KREMPP CONSTRUCTION COMPANY
L B MASONRY
LAKE FOREST MASONRY
LANDRY MASONRY COMPANY
LARSON DANIELSON CONST CO INC
LASH REFRACTORY SERVICE INC
LEIDAL AND HART MASON CONTRACTORS INC
LILJA CORPORATION
LOCKWOOD BROTHERS CONSTRUCTION LLC
LOCKWOOD TILE LLC
LONESTAR SIERRA LLC
LUCIA CONSTRUCTORS INC (LCI)
M AND M COSMETIC SEALANTS
M P BRICK CLEANING
MADISON HEIGHTS GLASS CO INC
MAININI TILE CO INC
MARK 1 RESTORATION COMPANY # 1
MASONRY CONSTRUCTION INC
MATHIS MASONRY INC
MAY REFRACTORY AND LININGS INC
MCABEE CONSTRUCTION INC
MCLAUGHLIN MASONRY LLC
MEMMER TILE INC
METRO MARBLE AND GRANITE LLC
METRO TILE ASSOCIATES INC
MEYER C R AND SONS COMPANY
MIDLAND ENGINEERING CO INC
MIDLAND MARBLE AND GRANITE LLC
MIDWEST CAULKING INC
MIDWEST RESTORATION INC
MIDWEST TERRAZZO INC
MIDWEST TILE AND GRANITE LLC DBA WESTPORT TILE AND GRANITE
MIDWEST TILE AND INTERIORS INC
MILLS-FAHNESTOCK INC
MIOTTO 2000 TILE AND MARBLE WORK
MOSAICA HARDSURFACE LLC
MURREN C A AND SONS COMPANY MID - ATLANTIC LLC
NATIONAL ACID PROOFING INC
NATIONAL MACHINERY AND CONVEYOR INC
NAT'L REGIONAL TRAINING ( I M I )
NEVERMAN FLOOR ARTISANS INC DBA FLOORING SURFACES COMM INC
NEW GROUP INC (THE)
NIELSON GUY M CO INC
NOLAN DON INC
NON METALLIC INDUSTRIAL SOLUTIONS INC
NORRIS AND SON INC
NPA - SEALED-RITE INC
O M I REFRACTORIES LLC DBA BISCO REFRACTORIES
ONEX CONSTRUCTION INC
PARCO CONSTRUCTORS GROUP LLC
PARDUE MASONRY OF CENTRAL FLORIDA INC
PARSONS SAVANNAH CONSTRUCTION GROUP
PHILLIPS BRICK CLEANING INC
PLESSY MASONRY LLC
PLIBRICO COMPANY LLC
PRECISION MASONRY INC
PREMIER CAULKING INC
PRO MASONRY INC
PROGRESSIVE CONSTRUCTION SERVICES INC
PROPST MASONRY CO INC
PULLMAN POWER LLC
PURDY DON MASONRY LLC
PURDY LLC
PURDY MASONRY INC
PYRO INDUSTRIAL SERVICES INC
QUALITY FLOORS INC
QUINN CONSTRUCTION INC
R AND F TILE AND MARBLE CO INC
R AND H QUALITY REFRACT SVCS INC
R C REFRACTORY CONSULTING AND SERVICES INC
R T W REFRACTORY INC
RAM BUILDING RESTORATION
RAM CONSTRUCTION SERVICES
RECON
REFRACTORY AND INDUSTRIAL CLEANING SER LLC
REFRACTORY ENGINEERS INC
REFRACTORY SOLUTIONS INC
REGAL SERVICES LLC
RENO REFRACTORIES INC
REPP AND MUNDT INC
RICHMOND COUNTY CONSTRUCTORS LLC
RIVERSIDE REFRACTORIES INC
ROCK SOLID MASONRY LLC
ROSA MOSAIC AND TILE CO INC
ROSEMA CORP
S AND H MASONRY LLC
S S S I INC - SONGER STEEL SERVICES INC
SANGIOLO AND BAKER MASONRY LLC
SANTAROSSA MOSAIC AND TILE INC
SAVANNAH RIVER NUCLEAR SOLUTIONS LLC
SAVANNAH RIVER REMEDIATION LLC
SCHAEFER GROUP INC ( THE)
SCHARER DON MASONRY LLC
SCHARER JAMES MASONRY INC
SCHIRO DEL - BIANCO ENT INC
SCHLEIS FLOOR COVERING INC
SEA ROSE CONSTRUCTION INC
SKOUSE D G CO INC
SLATILE ROOFING AND SHEET METAL INC
SMALL CONSTRUCTION GROUP
SNOW JR AND KING MASONRY
SOUTHEASTERN MASONRY INC
SOUTHEASTERN REFRACTORY INC
SOUTHTOWN AND BRYCE LLC
SOUTHWEST REFRACTORY OF TEXAS
SPECIALTY FOUNDRY PRODUCTS INC
SPERRY F S CO INC
SPRINKLE MASONRY INC
STAAT INC
STAAT JAMES G TUCKPOINTING INC
STANDARD MASONRY LLC
STEBBINS ENGINEERING
STERLING BOILER AND MECHANICAL INC
STEWARD-MELLON COMPANY
STEWART SERVICES INC
STONE AND LIME IMPORTS INC
STONE INSTALLATION AND MAINTENANCE LLC
STREET LEGAL INDUSTRIES INC
STUTTE TILE CO INC
SUPERIOR INSULATION COMPANY LLC
SUPERIOR TILE AND MARBLE INC
TEICHMANN HENRY F INC
THEISEN MASONRY INC
THOMPSON CONSTRUCTION GROUP INC
THORPE J T AND SONS INC
THORPE J T COMPANY
TOP GUN SEVICES LLC
TREMAIN CERAMIC TILE AND FLOOR
TRISCO SYSTEMS INC
TRI-STAR MASONRY INC
UNIQUE CAULKING OF INDIANA LLC
UNITED CONSTRUCTION CO INC
UNITED FLOORING INC
UNIVERSAL BLASTCO - MICHIGAN TILE DIVISION
VEECK MASONRY INC
VULCAN INDUSTRIAL CONTRACTORS CO LLC
WALT DISNEY WORLDPAYROLL OFF
WEATHERMAN R B MASONRY INC
WEIGAND CONSTRUCTION CO INC
WESTERN REFRACTORY CONSTR INC
WESTERN SPECIALTY CONTRACTORS
WHITSETT LYNN CORPORATION
WILHELM F A CONSTR CO INC
WILLIAMS REFRACTORY SERVICES INC
WILLIAMS TILE AND MARBLE CO INC
YOCCABEL CONSTRUCTION CO INC
YORK CONSTRUCTION INC
YOUNG FINAL FINISH LLC
ZIOLKOWSKI CONSTRUCTION INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd